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            Create IT Employee Users for Agentforce Employee Portal

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            3. Agentforce IT Service

            Create IT Employee Users for Agentforce Employee Portal

            Set up user profiles so that employees can use the Agentforce Employee portal and view knowledge articles. Then, create employee users and configure the necessary details, permissions, and settings to give users access to the Agentforce Employee portal.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise, Performance, and Unlimited Editions with Agentforce IT Service.
            User Permissions Needed
            To create user profiles:

            Manage External Users

            AND

            Manage Profiles and Permission Sets
            1. Create a user profile.
              1. From Setup, in the Quick Find box, enter Profiles, then select Profiles.
              2. Find the Customer Community Plus User profile and clone it.
              3. Enter a name for the new profile, such as Employee Customer Profile.
              4. Save your changes.
              5. In the new profile, find Standard Object Permissions and select Read and View All Fields access for the Knowledge object.
                These permissions make sure employees can see knowledge articles in the Agentic Center.
            2. Create an employee.
              1. From the App Launcher, find and select Employees.
              2. Click New, add the employee details, and click OK.
              3. On the employee's person account record page, from Quick Actions, select Enable Customer User.
            3. Configure user details.
              1. On the setup page for the user, set the User License to Customer Community Plus.
              2. In the Profile field, select the profile you created earlier.
              3. Save your changes.
            4. Assign permission sets to the user.
              1. On the setup page for the user, under Permission Set Assignments, click Edit Assignments.
              2. Move the required permission sets to the Selected list, and save your changes.
            5. Make the employee user profile a member of the IT service portal you created.
              1. From Setup, in the Quick Find box, enter Sites, and select .All Sites under Digital Experiences.
              2. Find your site and under the Action tab, click Workspaces.
              3. Click Administration, and then click Members.
              4. Under Select Profiles, switch to All from the Search drop-down menu.
              5. Add the profile you created earlier for the Agentforce Employee portal to the Selected Profiles list.
              6. Save your changes.
              7. Click Settings.
              8. Activate the site.

            The employee receive a login link and username information in the email you provided. They can create a new password and log in to the portal by using their credentials.

             
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